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Project Management Software

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What is LivePlan?

LivePlan is an effective and easy to use platform that can help users create solid business plans from conceptualization down right to implementation and performance tracking. LivePlan makes it easy for any enterprise to form ideas and thoughts and then gradually turn those ideas into viable concepts through collaboration and testing.

Once the ideas have proven their merit, LivePlan also provides users with a solution that can help them pitch their ideas to top dogs and industry leaders for approval and funding. But LivePlan doesn’t stop there. The system carries performance tracking and forecast features to help users monitor their progress and make the necessary configurations as they go along.

Overview of LivePlan Benefits

LivePlan is a great business planning tool that helps users create viable business plans from mere ideas. With its user-friendly system, users can easily plan their strategies, throw impressive pitches for approval and funding, and then track their progress.

The system is also loaded with tools and instructions and over 500 sample business plans to make things a lot easier. Users can incorporate formats provided by banks and investors to ensure that expectations and standards are met.

Collaboration is essential when it comes to creating business plans. That is why LivePlan comes with a set of collaboration tools to enable users to discuss, share, and brainstorm ideas and come up with workable concepts.

With LivePlan’s pitch features, users can create one-page inforgraphics for better and more detailed business presentation.

  • Automatic Financials: No hassling with formulas. Financial tables, charts, and reports automatically created
  • Step by Step Instruction: Fill-in-the-blank simplicity walks you through entire process beginning to end.
  • 500+ Sample Plans: 500+ sample business plans covering all industries to defeat writer’s block
  • Expert Advice: Expert video tutorials and definition of key terms from renowned business plan expert
  • SBA-Approved Form:Produces lender-approved, professional, visually impressive documents
  • One-Page Pitch: Build an infographic executive summary for quick pitching
  • Performance Dashboards: Visual dashboards for real-time tracking against budgets and sales goals
  • QuickBooks and Xero Integration: Real-time syncing with your accounting software for at-a-glance reports
  • Access Anywhere, Anytime: Update your plan and track your business health from anywhere with internet
  • Customizable Themes: Choose from 10 different eye-catching, professional themes when you print or export your plan
  • Export Your Plan: Export your business plan at anytime to Powerpoint, Word or PDF format
  • Collaboration Tools: Collaborate easily across your team. Share plans securely with partners and investors.
  • Multiple Plans: Supports working on multiple business plans
  • Benchmark Data: Find out how your company is doing compared to others in like industry, size, or locale
  • Milestones: Create milestones for the key events in your plan and start tracking your progress.
  • Multi-Device: LivePlan is cloud-based so PCs, Macs, and tablets are all welcome.
  • Expert Toll-Free Support: Phone, email, and chat support
  • Secure and Confidential: Your business data is completely locked down and safe.

Overview of LivePlan Features

  • Easy Financials
  • Impressive Plans
  • Samples and Examples
  • Build Your Pitch
  • Expert Guidance
  • Access Anywhere
  • Team Collaboration
  • Tracks Your Progress
  • Safe and Secure

What Problems Will LivePlan Solve?

You get a step-by-step process to follow

LivePlan asks you questions about your business, you plug in the answers. It’s as easy as that. You’ll get straight-forward instructions with examples on:

  • Ways to write a pitch that grabs investors’ attention
  • What to include in your marketing plan
  • Every other essential piece of your business plan

All the financials are calculated for you.

LivePlan tells you exactly what kind of financial information you need to enter and then it does all the calculations automatically using built-in formulas. So you end up with razor-accurate financial statements that include all the tables that a lender or investor expects to see.

If you ever get stuck, the vendor will help you out.

Most LivePlan users are able to breeze through their first business plan. But if you ever have a question, there are 3 ways to get advice:

  1. Call a LivePlan expert at 1-888-498-6136
  2. Start a chat with the support team
  3. Or refer to more than 500 sample plans and tutorial videos built into LivePlan

LivePlan Position In Our Categories

Position of LivePlan in our main categories:


LivePlan is one of the top 200 Project Management Softwareproducts


LivePlan is one of the 200
Project Management Software products

If you are interested in LivePlan it might also be a good idea to investigate other subcategories of Best Project Management Software collected in our base of B2B software reviews.Task Management Software, Field Service Management Software - FSM, Maintenance Management Software - CMMS

It is essential to realize that virtually no service in the Project Management Software category will be an ideal solution able to match all the needs of all business types, sizes and industries. It may be a good idea to read a few LivePlan reviews first as some services can perform well just in a really small group of applications or be created with a really specific industry in mind. Others can operate with an intention of being easy and intuitive and consequently lack complex functionalities needed by more experienced users. There are also solutions that cater to a large group of users and give you a powerful feature set, however this frequently comes at a higher price of such a solution. Ensure you're aware of your needs so that you buy a service that has specifically the features you search for.

How Much Does LivePlan Cost?

LivePlan Pricing Plans:
Free trial
Monthly Package
Annual Package

LivePlan offers two different packages with a twist. For their monthly product bundle, you get 50% off their first month. Or you can save more with their annual pricing plan.

  • Monthly Package – $19.95/month ($9.95 for the 1st month)
  • Annual Package – $11.66/month

User Satisfaction

We realize that when you make a decision to buy Project Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and LivePlan reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with LivePlan. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?


What are LivePlan pricing details?

LivePlan Pricing Plans:
Free trial
Monthly Package
Annual Package

LivePlan offers two different packages with a twist. For their monthly product bundle, you get 50% off their first month. Or you can save more with their annual pricing plan.

  • Monthly Package – $19.95/month ($9.95 for the 1st month)
  • Annual Package – $11.66/month

What integrations are available for LivePlan?

LivePlan supports integrations with the following business systems and applications:

  • Xero
  • QuickBooks
  • Podbox
  • Zapier
  • QuickBooks Online

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